Vendor information form
Put a vendor’s business details, primary contact and invoice preferences in one clear, reusable document.
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Fill this formVendor information form
Business information template
Who this is for
Businesses onboarding a supplier or independent contractor, and vendors sharing their contact and billing preferences.
Have these details ready
- Business and contact names
- Business address, email and phone
- Service description and invoice preferences
How to complete it
- Enter the vendor’s business and contact details.
- Add the services provided and agreed invoice preferences. Keep bank details and tax IDs out of this general contact form.
- Review the PDF, add any finishing touches, and create a free account to download it.
Before you begin
Does this replace a W-9?
No. This template organizes business contact and invoice information. Use a separate W-9 when the requester needs taxpayer identification and certification.
Is this a contract?
No. It is an information sheet and does not establish payment obligations or replace a services agreement.
Can I add banking information?
This template intentionally does not request bank account numbers. Arrange payment details through an appropriate secure process with the vendor.
Need someone else to complete a form?
See how PearSign’s client fill-out forms and signature requests work.